Liberty All-Star Equity Fund
172 hedge funds and large institutions have $153M invested in Liberty All-Star Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 18 closing their positions.
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
7% more funds holding
Funds holding: 161 → 172 (+11)
6% more capital invested
Capital invested by funds: $145M → $153M (+$8.45M)
0.3% more ownership
Funds ownership: 10.07% → 10.37% (+0.3%)
11% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.55M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.37M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$969K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$966K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$816K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$1.61M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$931K |
| 3 |
LPL Financial
San Diego,
California
|
-$890K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$532K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$448K |
USA Hedge Fund Activity: Q4 2022 in Review
172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2022, worth a combined $153M — up 5.8% from $145M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new USA positions and 18 closed out — a net gain of 15 holders — while 41 added to existing stakes and 46 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $3.55M. The largest seller was Marks Group Wealth Management, cutting an estimated $1.61M.
- 172 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2022, up from 161 in Q3 2022.
- Funds reported $153M of Liberty All-Star Equity Fund stock for Q4 2022, up 5.8% quarter-over-quarter.
- 33 funds opened new Liberty All-Star Equity Fund positions in Q4 2022 and 18 closed out, a net change of +15 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $3.55M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2022 was Marks Group Wealth Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2022.